Duration: 5 weeks  
Mode of Training: Online  
Level: Advanced

## Course Overview – Microsoft Dynamics 365 CRM & Power Platform  
Master the integration of **Microsoft Dynamics 365 CRM** and the **Microsoft Power Platform**. This course is designed to take you from a functional beginner to a confident technical professional capable of building custom, low-code business applications that solve real-world enterprise problems.

You will gain hands-on experience with Dynamics 365, Power Apps, Dataverse, and Power Automate, preparing you for modern CRM and Power Platform roles in enterprise environments.

### Pre-Requisites  
#### Basic Requirements:  
- Understanding of business processes (Sales, Marketing, Customer Service)  
- Familiarity with Microsoft 365 tools (Excel, Outlook, SharePoint)  
- Basic computer skills such as navigating software and managing files  
  
#### For Advanced Topics (Helpful but Not Mandatory):  
- Basic exposure to JavaScript or C#  
- Introductory knowledge of databases or data structures

### What You Will Learn  
- **Dynamics 365 Core:** Sales, Customer Service, and Marketing modules  
- **Power Apps:** Build Canvas Apps and Model-Driven Apps from scratch  
- **Dataverse:** Manage tables, relationships, environments, and data security  
- **Power Automate:** Create automated workflows to streamline business processes  
- **Security & Deployment:** Environment management, solution packaging, and role-based access  
- **Customization & Automation:** Business rules, workflows, plugins, and process automation

### Dynamics CRM Key Highlights  
- Certification guidance for PL-200, MB-210, and MB-230  
- CRM setup, security roles, and data management  
- End-to-end CRM training covering Sales, Marketing, and Customer Service  
- Hands-on experience with custom tables, forms, views, and scripting  
- Automation using Workflows, Plugins, and Power Automate  
- Design low-code applications using Power Apps  
- Job-ready skills for roles such as CRM Consultant, Administrator, or Developer

### Career Path  
Graduates of this program typically move into roles such as:  
- Dynamics 365 Consultant  
- Power Platform Developer  
- Business Systems Analyst

Average industry salaries range from $85,000 to $130,000 CAD, depending on experience and role.

### Frequently Asked Questions  
#### Who can join this training?  
Anyone can join. This course is ideal for freshers, working professionals, sales executives, and CRM learners. Basic computer knowledge is sufficient.

#### Is prior experience required?  
No. The course starts from the fundamentals and explains concepts using real-world business scenarios.

#### Does the course cover the latest Dynamics 365 updates?  
Yes. The training follows the latest Microsoft Dynamics 365 CRM features and current industry best practices.

#### Will I get hands-on experience?  
Yes. The training includes practical labs, real-time use cases, and live demonstrations to help you gain job-ready skills.

#### Will I receive support after completing the course?  
Yes. You’ll receive career guidance, interview preparation assistance, and access to recorded sessions for revision.

## Training Modules  
### Module 1: Foundations +  
- Introduction of Class  
- Dataverse  
- User Access Assignment – based on enrollment  
- Setting up the make.powerapps.com  
- Admin.powerplatform.com  
- Dataverse  
- Relationships  
- Creating a new Table – Employee from Scratch  
- Environment Concepts  
- Publisher Concept  
- Solutions Concepts – Managed and Unmanaged  
  
### Module 2: Power Apps +  
- Power Apps Flow Diagram  
- Types of power apps  
- Canvas App  
- Create a Canvas app  
- Concepts of Canvas Apps  
- Screens  
- Controls  
- Data  
- Media  
- App Checker  
- Save, Publish and Share  
- Export and importing Apps  
  
### Module 3: Insights, Sales, Customer Service +  
- Data Insights Module  
- Contact, Account Table  
- Employee Table  
- Site-Map (Area, Sub-Area and Groups)  
- Marketing Lists  
- Campaigns and Quick Campaign  
- Email, SMS and Call Examples  
- Sales Module Prerequisites  
- Product, Bundle, Unit  
- Price List  
- Discount List  
- Sales Module Lifecycle  
- Leads  
- Opportunities  
- Order  
- Quotes and Invoices  
- Customer Service Module  
- Power Platform Environment Settings  
- Subject, SLA, KPI, Holidays etc.  
- Case Lifecycle from New to Resolved  
  
### Module 4: Administration & Data Management +  
- Administration  
- Business Units  
- Users and Teams  
- Security  
- Privileges  
- Access Levels  
- Security Roles  
- Create and Manage Security Roles  
- Data Management  
- Duplication Detection Settings, Rules and Jobs  
- Bulk Record Deletion  
- Templates  
- Data Mapping and Imports  
  
### Module 5: Relationships & Customizations +  
- Relationships  
- Types of relationships  
- How Entities are associated  
- Creating Entity Relationships  
- Understanding Dependencies based on relationships  
- Form Customization  
- Basic Form Customizations  
- Working with Relationships  
- Using the Modern and Classic UI  
- Tabs, Sub-grids and Columns  
- Simple, Calculated, Roll-up and Option-set (Timer)  
- View Customizations  
- Main view and Quick view  
- Search Filter options  
- Editable Grid View  
- Drop-down grid view  
  
### Module 6: Automation, BPF, Workflows, Plugins +  
- Site-Map Recap  
- Business Rules  
- Business Process Flows (BPFs)  
- Workflows  
- Purpose and Usage  
- Developing, Deploying and Debugging Workflow  
- Plugins  
- Installation of Visual Studio  
- Installation of XRM Toolbox  
- Installation of the Plugin Registration tool and Trace tools  
- Method to call all the libraries  
- One example with the plugin test app would be provided with a YouTube video and how-to steps, Github link  
- Since the plugin involves coding, C#, .NET or JavaScript will not be trained in this class  
- The emphasis will be on how to build using coding rather than the coding itself. Students are expected to learn coding.